See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,164 | $49,280-91.6% | $67,313-93.8% | $64,186-93.5% |
| Participation rate | 81.5% | 60.8%+20.7pp | 69.1%+12.4pp | 69.6%+11.9pp |
| Annual return | -8.56% | -1.39%-7.2pp | -4.08%-4.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $192 | $1,668-88.5% | $2,566-92.5% | $2,381-91.9% |
| Participant deferral / active EE | $666 | $2,484-73.2% | $3,568-81.3% | $3,470-80.8% |
| Admin fee / account holder | $486 | $3,863-87.4% | $4,507-89.2% | $4,888-90.1% |